Crestwood Advisors Group’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
1,492
+7
| +0.5% | +$2.61K | 0.01% | 333 |
|
|
2025
Q1 | $506K | Buy |
1,485
+31
| +2% | +$10.6K | 0.01% | 340 |
|
|
2024
Q4 | $536K | Sell |
1,454
-253
| -15% | -$93.3K | 0.01% | 293 |
|
|
2024
Q3 | $768K | Sell |
1,707
-1
| -0.1% | -$450 | 0.01% | 251 |
|
|
2024
Q2 | $692K | Buy |
1,708
+5
| +0.3% | +$2.03K | 0.01% | 253 |
|
|
2024
Q1 | $667K | Buy |
1,703
+8
| +0.5% | +$3.14K | 0.01% | 247 |
|
|
2023
Q4 | $530K | Sell |
1,695
-38
| -2% | -$11.9K | 0.01% | 252 |
|
|
2023
Q3 | $449K | Buy |
+1,733
| New | +$449K | 0.01% | 249 |
|